...
How to configure a new Sales Models for Subscriptions
General
Workflow Name field: add the name of your sale model
Description (optional): add a description of your sale model
In the Select a Sales Model Type, check the:
- Continuity Model
By choosing the Continuity type, users have two toggles that they can add to their sale model:
Enable Pre-reoccurring Cycle?
Is Shipment Delay?
60-day Stage
| Info |
|---|
The first 60-day cycle must be completed with at least one step configured for day #1. This step will be performed online whenever a new order is placed |
Select the day that the subscription is normally scheduled, from the 60 days calendar.
Customer Change Options: select the type of charge that the customer is going to pay. For example: Charge shipping + full product price
Send Email Options: pick an email from the drop-down menu, which will be sent to the customer every XX that the subscription payment is paid. For instance, Order Confirmation email.
Place Order? toggle: switch it to ON
Once done, click on the Add button and theselection will be displayed below
If users need to add more events during the subscription cycle, just follow this process again in order to include it.
Before Continuity
Continuity Cycle
Tax Configuration
This section can be left blank, as taxes configuration are available inside the campaign settings page.
2. Set up the Campaign
Log in to the CRM instance and from the left side menu, scroll down and click Campaign Management
Then click on Settings
From the Settings page, go to the top right side of the page and click on the + Create new button
The user is redirected to the New Campaign Settings page
For the already existing campaigns, the user can click on the campaign name to access its settings page
...